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I am a CPA, CA with many years of experience in tax planning and in the preparation of tax returns for deceased individuals, estates and trusts.  I enjoy helping individuals, whether it's someone who needs assistance developing an… Read more »
Area serviced: Grafton, ON; Port Hope, ON; Belleville, ON; Trenton, ON; Cobourg, ON; Oshawa, ON
4165795210
An Estate and Trust Advisor for the Southwestern Ontario region, Shannon brings more than 16 years of financial services experience to her work with individuals, families and businesses. Her depth of experience, coupled with her professionalism and dedication… Read more »
Area serviced: Hamilton, ON; Brantford, ON; Niagara, ON
289-455-8558
Independent Financial Advisor since 1994.
Del is a Financial Advisor, primarily for retirees,  as well as successful professionals and business owners who aspire to financial independence and a "work optional" lifestyle. He has developed and refined… Read more »
Area serviced: Fergus, ON; Orangeville, ON; Waterloo, ON; Guelph, ON; Kitchener, ON; Dundalk, ON
519-787-4627
I work directly with clients developing investment portfolios as well as providing financial planning in the areas of business succession, retirement income planning, and estate planning.  In addition to the CEA designation, I have earned several other… Read more »
Area serviced: Winnipeg, MB; Calgary, AB; Abbotsford, BC; Toronto, ON; Fredericton, NB; Edmonton, AB; Red Deer, AB; Vancouver, BC; Kelowna, BC; Brandon, MB; Steinbach, MB; Morden, MB; Virden, MB
204-594-3667
A financial services and business professional with thirty years extensive and varied experience in entrepreneurial, bank, trust, brokerage, mutual fund and insurance company environments.
Coaches and assists others understand, plan and reach their… Read more »
Area serviced: Kingston, ON
613 530 5006
Amanda, loves helping people with their money at different stages of their lives. She will help you to maximize your net wealth using her knowledge and insights in insurance, investment, estate planning and tax planning. She will be your trusted partner… Read more »
Area serviced: Burnaby, BC; West Vancouver, BC; Coquitlam, BC; North Vancouver, BC; New Westminster, BC; Richmond, BC; Delta, BC; Surrey, BC; Vancouver, BC; Port Moody, BC; White Rock, BC
6047831231
Stillmore Executor Advice adds value to a Funeral Home's Pre and After Care Service offering, or directly with an Executor/Executrix, by providing certified advice to minimize risk to all Parties and to the Estate.
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Area serviced: Edmonton, AB
7806869178
Wealth Advisor/Financial Planner since 2016 and an Insurance Broker since 2010. 


Wealth management combines both financial planning and specialized financial services, including insurance, risk management, retirement, tax, estate planning,… Read more »
Area serviced: Calgary, AB; Vancouver, BC; Toronto, ON; Moncton, NB; Edmonton, AB; Burnaby, BC; Kelowna, BC; Saskatoon, SK
4036184628
Kelly began his financial planning career in 1989 with Canada Life as a Career Agent.  He left Canada Life and went into practice with Ken Holliday to form H & A Financial Advisors in 1996.
Kelly earned his designation as Chartered Life Underwriter… Read more »
Area serviced: Regina, SK; Avonlea, SK
3065842523
We help Clients with issues relating to Retirement Income, Estate Planning and Taxes.

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Area serviced: Ottawa, ON
6134162020

Author of Book: "Ready, Reset, Refocus: Preparing for Retirement"                                                   … Read more »
Area serviced: Mississauga, ON; Brampton, ON; Toronto, ON; Caledon, ON; Georgetown, ON; Oakville, ON; Vaughan, ON; Richmond Hill, ON; Thornhill, ON; Orangeville, ON; North York, ON; Milton, ON; Metro Toronto, ON; Halton Hills, ON; Etobicoke, ON
4166596655